We have a long history servicing professional services firms throughout Maine, including a range of medical, dental, legal and consulting practices.

Tax Compliance

Mergers & Acquistions

Partner Buy Ins

Compensation Strategies

Succession Planning

In addition to the owners affiliated with the professional practices who are our clients, we provide tax compliance services to a wide range of individuals who appreciate the customized approach of a small firm.

Retirees

Corporate Executives

Young Professionals

Complex Family Groups

IRS Representation

A collaborative approach with your existing team of financial advisors is the cornerstone of our model. We work to set goals, and be a part of the team that helps you achieve them.